Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$527M
3
+$526M
4
BABA icon
Alibaba
BABA
+$503M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$449M

Top Sells

1
+$737M
2
+$642M
3
+$447M
4
DLTR icon
Dollar Tree
DLTR
+$438M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.96%
2 Financials 8.77%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$28.4M 0.01%
862,032
-27,762
1177
$28.3M 0.01%
566,427
+8,346
1178
$28.3M 0.01%
310,838
-267,202
1179
$28.2M 0.01%
636,068
-88,267
1180
$28.1M 0.01%
+854,568
1181
$28.1M 0.01%
1,584,649
+311,422
1182
$28.1M 0.01%
708,415
+78,177
1183
$28M 0.01%
1,210,172
+27,969
1184
$27.8M 0.01%
911,289
+363,813
1185
$27.8M 0.01%
355,721
+165,234
1186
$27.8M 0.01%
666,918
+570,156
1187
$27.7M 0.01%
754,278
-504,834
1188
$27.6M 0.01%
331,811
+11,445
1189
$27.6M 0.01%
337,527
-41,093
1190
$27.5M 0.01%
612,062
+461,389
1191
$27.5M 0.01%
317,517
+101,278
1192
$27.4M 0.01%
1,453,010
-95,955
1193
$27.3M 0.01%
1,688,317
+160,025
1194
$27.3M 0.01%
2,083,856
+300,823
1195
$27.3M 0.01%
1,120,874
+120,237
1196
$27.3M 0.01%
1,008,867
-64,394
1197
$27.3M 0.01%
633,085
+252,676
1198
$27.2M 0.01%
239,116
-383,225
1199
$27.2M 0.01%
426,160
+5,422
1200
$27.2M 0.01%
+936,261
46 47
48
49 50